In Montgomery Co. Ohio the local caseworkers are starting to give more scrutiny to review of Qualified Income Trusts (aka Miller Trusts) when for the annual Medicaid eligibility review. For more information on these trusts see http://www.michaelmillonig.com/new-developments/
Some are demanding copies of all statements for the last year to determine compliance with the transfer to the trust each month. My experience is that many clients are sloppy about getting this done each month. In general, it is a two step process each month: a) transfer all income received in the Medicaid recipient’s personal account to the QIT trust bank account; b) pay this same amount (i.e. patient liability) to the nursing home. If you don’t do this, Medicaid eligibility could be terminated.